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California Maritime Academy Foundation's Bequest Language

An excellent way for you to support the educational mission of Cal Maritime is to leave us a bequest in your will, living trust or with a codicil. One significant benefit of making a gift by bequest is that it allows you to continue to use the property you will leave to charity during your life. Another benefit is that you are able to leave a lasting legacy.

Bequest Benefits


A bequest is generally a revocable gift, which means it can be changed or modified at any time. You can choose to designate that a bequest be used for a general or specific purpose so you have the peace of mind knowing that your gift will be used as intended. Bequests are exempt from federal estate taxes. If you have a taxable estate, the estate tax charitable deduction may offset or eliminate estate taxes, resulting in a larger inheritance for your heirs.

Bequest Language


In order to make a bequest, you should speak with your attorney. Your attorney can help you include a bequest to the California Maritime Academy Foundation in your estate plan. We have provided some basic bequest language to assist you and your attorney.

1. Specific Bequest

If you are considering making an outright bequest to the California Maritime Academy Foundation, we recommend the following language:

Bequest of a Specific Dollar Amount

I hereby give, devise and bequeath _________ and No/100 dollars ($DOLLARS) to the California Maritime Academy Foundation, a nonprofit organization located at 200 Maritime Academy Drive, Vallejo, CA, 94590, Federal Tax ID #23-7213404, for the California Maritime Academy Foundation's general use and purpose.

Bequest of Specific Personal Property

I hereby give, devise and bequeath DESCRIPTION OF PROPERTY to the California Maritime Academy Foundation, a nonprofit organization located at 200 Maritime Academy Drive, Vallejo, CA, 94590, Federal Tax ID #23-7213404, for the California Maritime Academy Foundation's general use and purpose.

Bequest of Specific Real Estate

I hereby give, devise and bequeath all of the right, title and interest in and to the real estate located at ADDRESS OR DESCRIPTION OF PROPERTY to the California Maritime Academy Foundation, a nonprofit organization located at 200 Maritime Academy Drive, Vallejo, CA, 94590, Federal Tax ID #23-7213404, for the California Maritime Academy Foundation's general use and purpose.

2. Percentage Bequest

If you are considering making a bequest of a percentage of your estate to the California Maritime Academy Foundation, we recommend the following language:

I hereby give, devise and bequeath ____ percent (___%) of my total estate, determined as of the date of my death, to the California Maritime Academy Foundation, a nonprofit organization located at 200 Maritime Academy Drive, Vallejo, CA, 94590, Federal Tax ID #23-7213404, for the California Maritime Academy Foundation's general use and purpose.

3. Residual Bequest

I hereby give, devise and bequeath to the California Maritime Academy Foundation, a nonprofit organization located at 200 Maritime Academy Drive, Vallejo, CA, 94590, Federal Tax ID #23-7213404, ALL OR A PERCENTAGE of the rest, residue and remainder of my estate to be used for the California Maritime Academy Foundation's general use and purpose.

4. Contingent Bequest

If (primary beneficiary) does not survive me, then I hereby give, devise and bequeath to the California Maritime Academy Foundation, a nonprofit organization located at 200 Maritime Academy Drive, Vallejo, CA, 94590, Federal Tax ID #23-7213404, DESCRIPTION OF PROPERTY to be used for the California Maritime Academy Foundation's general use and purpose.

Restricted Bequests


If you are considering a bequest but would like to ensure that your bequest will be used for a specific purpose, please let us know. We would be happy to work with you and your attorney to help you identify ways to give and meet your charitable objectives. We will also work with you and your attorney to craft language to accomplish your goals.

If you are making a restricted bequest, we recommend that your attorney include the following provision to give the California Maritime Academy Foundation flexibility should it no longer be possible for our the California Maritime Academy Foundation to use your gift as you originally intended:

If, in the judgment of the Board of Directors of the California Maritime Academy Foundation, it shall become impossible for the California Maritime Academy Foundation to use this bequest to accomplish the specific purposes of this bequest, the California Maritime Academy Foundation may use the income and principal of this gift for such purpose or purposes as the Board determines is most closely related to the restricted purpose of my bequest.

Contact Us


Please contact us if you have any questions about how to make a bequest to the California Maritime Academy Foundation or to request any additional information that might be helpful to you and your attorney as you consider making a bequest to us.

If you have included a bequest for Cal Maritime in your estate plan, please contact us to let us know. We would like to thank you and recognize you for your gift.

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